BM 410-1 Day One Notes and Objectives by HC121104134115

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									                       BM 418 Day 16 Notes and Objectives
                                             Sudweeks
                                     Fall 2007 October 25, 2007
                                     Winter 2008 March 4, 2008

I. Introduction
  A. Welcome to class
  B. It is great to be here
II. Day 16 Objectives
       Investments 2: Your Investment Plan
              A. Understand the Importance of Financial Goals and How to Set Them
              B. Understand the Importance of your Investment Plan and How to Prepare It
              C. Beware of “Get Rich Quick” Schemes
       Investments 3: Securities Markets Basics
              A. Understand the different types of securities markets
              B. Understand the basics of brokers and investment advisors
              C. Understand how to buy and sell securities
              D. Understand how to choose a broker or investment advisor
 III. Non-teaching activities
   A. Review Quiz #8
      1. Hand in Insurance section
   B. Review Teaching Tool 5A and 5B – Investment Plan Instructions
IV. Active Learning Strategies
       A. Investment Plan Assignments: (2-slides 3-5)
       B. Read memo from First Presidency
      1. What is the difference between Investing and Speculation/Gambling?
      2. Scams/Problems versus Policies
       C. Divide class into same groups as before (5 minutes)
               1. Ask: We discussed Principles. What things should your
               investment plan include, i.e. what should you be concerned about
               that would minimize the chance for scams/mistakes? (write it on
               the board)
         a) Talk about Worldcom, and people with 90% Worldcom stock in
         their 401k plans – not wise
               2. Each group come up with 2 things that investment plan should
               include, then discuss one at a time: Acceptable, benchmarks, asset
               allocation, investment strategy, funding, new investment
       D. Overheads: TT05 Your Investment Plan
      1. Go through it and talk about the sections
       E. Commercial: SNL Broker straight talk (open with Windows Viewer)
               1. Ask: What are brokers needed for?
               2. Show: Salesmen versus trusted advisor PPT (3-slide 50)
       F. Discuss: Buying securities and types of orders
               1. Show: Buying and Selling Stocks (3-slide 21)
               2. Show: Buying and Selling Load Mutual Funds (3-slide 22)
               3. Show: Buying and Selling no-Load Mutual Funds (3-slide 23)
   G. Case Studies
      1. Case Study #1 – Selling short
      2. Case Study #3 – Buying on margin
V. Notes:
Winter 2008
We went over the quiz, then read the letter from the first presidency. I talked about
scams and avoiding problems, then discussed investing versus gambling. I divided into
groups. I told about had each group tell us what the plan should include. I got comments
from each group, then expounded on each comment. Then we went through the new
Investment Plan on the overheads, and talked through that. I did the SNL commercial,
which the students liked. Then I went into the case studies. It seemed to go well.
Reviews: 8.

Fall 2007
No quiz today. I talked about investing then divided into groups. I told about had each
group tell us what the plan should include. I got comments from each group, then
expounded on each comment. Then we went through the new Investment Plan on the
overheads, and talked through that. I did the SNL commercial, which the students liked.
Then I added the section on questions for a financial advisor, then the trust advisor versus
the salesman, and ended with Get Rich Quick schemes. I should also add a section for
buying bonds. It seemed to go well. Reviews: 7.

Spring 2007
I talked about the quiz, with geometric and arithmetic returns. I then divided into groups.
I told about had each group tell us what the plan should include. I got comments from
each group, then expounded on each comment. Then we went through the Investment
Plan on the overheads, and talked through that. I did the SNL commercial, which the
students liked. Then the slides of buying stocks, versus load funds, versus no-load funds.
I added the section on questions for a financial advisor, then the trust advisor versus the
salesman, and should have ended with Get Rich Quick schemes (but didn’t). I should
also add a section for buying bonds. It seemed to go well. Reviews: 6,8.

Winter 2007
I talked about the quiz, with geometric and arithmetic returns. I then divided into groups.
I told about had each group tell us what the plan should include. I got comments from
each group, then expounded on each comment. Then we went through the Investment
Plan on the overheads, and talked through that. I did the SNL commercial, which the
students liked. Then the slides of buying stocks, versus load funds, versus no-load funds.
I added the section on questions for a financial advisor, then the trust advisor versus the
salesman, and should have ended with Get Rich Quick schemes (but didn’t). I should
also add a section for buying bonds. It seemed to go well. Reviews: 6,8,7,7,7.

Fall 2006
I did the quiz, then divided into groups. I had everyone tell horror stories, then we had
each group tell us what the plan should include. I probably should just tell more stories
and then we can put the plan together. Then we went through the plan on the overheads,
and talked through that. I did the SNL commercial, which the students liked. Then the
slides of buying stocks, versus load funds, versus no-load funds. I probably should add a
section for buying bonds. It seemed to go well. Reviews: 7 but dry.

Spring 2006
I started with talking about what their investment plan should be like, then got out the
overheads, and went through the Investment Plan. That seemed to work well. I then put
up the clipping on 12DailyPro scam, and the principles they violated. I wanted to show
Saturday Night Live, but the sound didn’t work, so I talked about brokers, and showed
how to open an account and move money. I ended with types of orders. .

Winter 2006
I started with talking about what their investment plan should be like, then got out the
overheads, and went through the Investment Plan. That seemed to work well. I forgot
red pens, but that was OK. It went well. I then put up the clipping on 12DailyPro scam,
and the principles they violated. Then I showed Saturday Night Live, and talked about
brokers, and the trusted financial broker. I ended with types of orders. While disjointed,
it worked OK.

Fall 2005
II started with the quiz, then asked what a personal financial plan should be like. We
went through ideas on the board, and wrote down key points. Then I went through TT5
and showed them the pieces. I think it worked out OK. Then I did the SNL Broker talk,
and asked what these people did wrong—didn’t compare. Then I showed the trusted
advisor versus the salesman, I forgot to do the types of orders. Review: 8,7,7

Spring 2005
I started with story of GPS and 50-20 hike, then went into goals and the Investment Plan.
I went through the teaching tool, used someone as an example of determining their asset
allocation (and referred to their risk tolerance test). I then played the SNL Brokers talk,
and did the trusted financial advisor versus the salesman. Then I let the class go, and
answered questions for everyone that stayed. It seemed to work out well. Reviews: 7,8

Winter 2005
I started with financial goals, then brought out the GPS. Talked about how the GPS
helped us, and related it to investing. I then told about a student, and shared each of her 3
goals, car, down payment, and retirement, and how we could help her to achieve those
goals. Read the WSJ articles of IPS, and asked about the road map and what it should be.
Then I went through TT04 and each part. Then I showed the SNL Brokers talk, which is
really funny. I talked about how this broker lied to me, and how I never did any business
again with him. Then I talked about buying securities, and how that worked, and types of
orders, telling about Samsung electronics and Thai Farmers Bank. Then I finished with
the trusted advisor versus salesman. Reviews: 7,8: 6,4,7 I may need to let those out
early who feel comfortable with the material.

Fall 2004
I started with a discussion of goals, and how the only difference is that financial goals are
personal goals with a cost attached. Then I brought out a GPS. I talked about how nice it
was to have one, and asked if anyone else had one. We talked about an internal GPS, the
spirit, and then we talked about our GPS for investing—the Investment Plan. Then we
went through each of the major sections talking about what was included and why. Then
I showed the IPS on the board. Then I played the Saturday Night Live Brokers Talk,
which was funny. Then we talked about brokers, and what they needed brokers for. It
was different as I didn’t use the PowerPoints, but did it all on the board. Reviews: 5,7,8

Spring 2004
I started with the financial goals section, then talked about what the “road map” should
do. We put what it should do, mistakes it should help us not make, and then we went
over it on the board by section, discussing why it was so important. Then I brought up
the investment plan on the net, and talked about it. We then went into the “Get Rich
Quick” schemes, and went through that section. I finished on working with brokers.
Reviews: positive but not graded

Winter 2004 Section 1
We had the group presentation, then talked on the importance of financial goals. Then I
went into the Investment plan overview. Finally, I went into the investment plan Word
document and we talked about it one section at a time. I tried to have stories to explain
each of the sections. After that, we went into the get-rick-quick schemes, and why they
should avoid them. We then went into the difference between a broker/financial advisor
and a trusted financial advisor, with the hope they can find trusted people. Reviews: 6,6

Winter 2004 Section 2
I did the same, although I added a section on where you can buy specific financial assets,
i.e. which require brokers and which do not. Then I did the same. I had more time, so I
winged the section on what kind of an investor are you, and what do you need. Oh
well—I need to refine that section. Reviews: 7,7,8

October 28, 2003
The group presentation started with discussions about brokers. I continued that
discussing brokers and brokerage commissions. Then I went into the financial goals, and
the investment plan. I finished with index funds, and that’s all I got to talk about. There
is so much more information. Reviews: 6,-,- I need to reduce the number of slides a bit.

May 28, 2003
Today I started with the investment plan, and talked about what it should include. Then I
went through the Investment Plan, and brought up my example on the teaching tools.
Then we talked of get rich quick schemes, and what to avoid. It seemed to go a lot better
than previously. Reviews: 6,7,8

Winter 2003
I added a few sections, but it is still rough.. I went through the PowerPoint’s generally as
it. I need to add more statistical sections which could be updated each semester. I think
it would be helpful. It seemed to go OK. Reviews: 4,4,7,8

Fall 2002
I had two groups do their presentations today. They seemed to take more time than they
needed. I went into the things to consider portion. It was kind of fun. We talked about
the various sections. I didn’t get time to finish the section on Myths. Reviews: 4,5,5,6

Spring 2002
We talked about the investment policy statement from yesterday with Kendall’s
presentation, and what it hoped to accomplish. There were good stories from the
students. Then we went over today’s presentation. We got to index funds. It was kind of
fun to work on the subject. Reviews: 5,7

Winter 2002
The group went long today, which I should have stopped. Started with Financial Horror
stories, and then tried to set up a framework of what an investment policy statement
should do. Barely had time to go through the requirements for the personal financial
plan. It was disjointed, but there were some important points brought out. Need to use
better examples, and then speak of each area in detail and not jump around. Reviews:
6,5,5,6,5

								
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